The annual performance report of A-share listed companies is in full swing. Some companies can’t wait to release the performance forecast of the first quarter report of 2022, which has attracted the attention of many investors. Whose performance is better than expected, and who will explode the performance thunder? How to tap the investment opportunities
stock performance summary:
1 only st shares forecast first quarter results
Statistics show that as of April 8, a total of one st share has released the first quarter performance forecast. The type of performance forecast shows that there is one pre increase company.
first quarter performance surge list: 80 share net profit doubled
Statistics show that as of April 8, 231 companies have released quarterly performance forecasts. According to the type of performance forecast, there are 193 pre increase companies and 6 pre profit companies, and the total proportion of reporting companies is 86.15%; There are 17 companies whose performance is expected to decline and 7 companies whose performance is expected to suffer losses. Among the performance prediction companies, according to the median increase of expected net profit, a total of 80 companies have a net profit increase of more than 100%; There are 57 companies whose net profit increases between 50% and 100%.
Specific to individual stocks, Zhejiang Damon Technology Co.Ltd(688360) expects the highest increase in net profit. The company expects the median increase of net profit in the first quarter to be 413125% Suzhou Anjie Technology Co.Ltd(002635) , Zhejiang Narada Power Source Co.Ltd(300068) the median year-on-year increase in net profit is 184496% and 157295% respectively, ranking the second and third.
65 GEM companies’ first quarter performance forecast (with shares)
Statistics show that as of April 8, 65 GEM companies have released the first quarter performance forecast. According to the statistics of performance forecast type, there are 49 pre increase companies and 3 pre profit companies, and the total proportion of reporting companies is 80.00%; There are 6, 2 and 1 companies with performance reduction, loss reduction and loss reduction respectively.
Among the performance prediction companies, according to the median increase of expected net profit, a total of 22 companies have a net profit increase of more than 100%; There are 12 companies whose net profit increases between 50% and 100%. Specifically, Zhejiang Narada Power Source Co.Ltd(300068) expects the highest increase in net profit. The company expects the median increase in net profit in the first quarter to be 157295% Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) , Guanglian Aviation Industry Co.Ltd(300900) the median year-on-year increase in net profit is 943.50% and 784.08% respectively, ranking the second and third in the increase.
35 only the first quarter results of the forecast of scientific innovation board shares 27 shares increase in advance
Statistics show that as of April 8, 35 Sci-tech Innovation Board companies have released the first quarter performance forecast. The type of performance forecast shows that there are 27 companies with pre increase and 1 company with pre profit; There are 2 companies whose performance is expected to decline and 2 companies whose performance is expected to suffer losses. According to the median value of the expected net profit growth, the net profit growth of 12 companies exceeded 100%; There are 9 companies whose net profit increases between 50% and 100%.
institutions, shareholders and executives scramble to buy these performance surge shares
From February 9 to April 8, 418 stocks appeared in the dragon and tiger list, of which 143 stocks were in the state of net buying by institutions and 275 stocks were sold by institutions. There were 13 stocks with a net purchase of more than 100 million yuan by institutions, and the top three were Hoshine Silicon Industry Co.Ltd(603260) , Yonghui Superstores Co.Ltd(601933) , Tech-Bank Food Co.Ltd(002124) , and the net inflow of institutional funds was 694 million yuan, 381 million yuan and 370 million yuan respectively. Among the 1194 stocks with significant growth (an increase of 50% or more) in 2021, 43 were net purchased by institutions from February 9 to April 8.
1201 the company released its annual report 230 the performance of companies doubled
Statistics show that, as of April 8, 1201 companies have released their annual reports for 2021, of which 842 have a year-on-year increase in net profit, 359 have a decrease, 1041 have a year-on-year increase in operating income, 160 have a decrease, 797 have a simultaneous increase in net profit and operating income, 115 have a decrease in profit and income, and 230 have doubled their performance, of which Sichuan Hebang Biotechnology Co.Ltd(603077) has the largest increase of 728428%
industry performance summary:
pharmaceutical and biological industry weekly: pay attention to covid-19 industrial chain and innovative traditional Chinese Medicine
At present, the covid-19 epidemic situation in Shanghai and other places in China is repeated, and the infectivity of Omicron can not be ignored. Accordingly, the market demand for covid-19 detection, preventive vaccines, therapeutic APIs and innovative drugs is not reduced. We believe that, in particular, covid-19 detection, m-RNA vaccine and other products will gradually integrate into daily life, which will help to achieve the goal of dynamic zeroing; For the more complex epidemic situation abroad, covid-19 detection products are even more essential. Therefore, covid-19 industrial chain will continue to be optimistic in the future.
follow up comments on energy and chemical industry: grasp the main line of high energy price layout of supply and demand mismatch of agricultural materials
At the current time point, we believe that investment opportunities in the chemical industry can focus on two main lines: high energy prices and the mismatch between supply and demand of agricultural materials. Under high energy prices, 1) the value of leading coal chemical enterprises that are optimistic about energy self-sufficiency has been revalued. It is recommended to focus on the coal chemical industry leader Ningxia Baofeng Energy Group Co.Ltd(600989) , which has coal integration and layout photovoltaic green hydrogen integration. It is recommended to focus on the calcium carbide PVC leader Inner Mongolia Eerduosi Resources Co.Ltd(600295) , which has a high proportion of self-sufficiency in coal and realizes complete self-supply of electricity. It is recommended to pay attention to Xinjiang Zhongtai Chenical Co.Ltd(002092) ;
2) the rising cost of chemicals from overseas is good for Chinese exports, while the rising cost of chemicals from overseas is good for Chinese exports. Focus on overseas, especially in Europe. Chemical varieties with high capacity share in Europe, such as vitamins, polyurethane, soda, and carbon black, such as vitamins, polyurethane, soda, and carbon black. Focus on Hongda Xingye Co.Ltd(002002) Zhejiang Nhu Company Ltd(002001) focuson Shuanghuan technology, Shandong Haihua Co.Ltd(000822) , Cangzhou Dahua Co.Ltd(600230) .
In terms of supply and demand of agricultural materials, it is expected that the conflict between Russia and Ukraine will significantly affect the global fertilizer supply, and the high Shenzhen Agricultural Products Group Co.Ltd(000061) price will boost the planting demand, and the global fertilizer price is expected to maintain an upward trend. Qinghai Salt Lake Industry Co.Ltd(000792) , Asia-Potash International Investment (Guangzhou) Co.Ltd(000893) and Qingdao East Steel Tower Stock Co.Ltd(002545) , are recommended for potash fertilizer sector; The phosphate fertilizer sector mainly recommends Xinyangfeng Agricultural Technology Co.Ltd(000902) , Hubei Yihua Chemical Industry Co.Ltd(000422) , and it is recommended to pay attention to Kunming Chuan Jin Nuo Chemical Co.Ltd(300505) , Yunnan Yuntianhua Co.Ltd(600096) , Hubei Xingfa Chemicals Group Co.Ltd(600141) .
real estate industry tracking weekly report: multi City deregulation of purchase and loan restrictions sector configuration at the right time
Future industry risks depend on real estate structure adjustment and policy support. It is suggested to pay attention to 1) the leading real estate enterprises with high credit in the field of rental housing: Poly Developments And Holdings Group Co.Ltd(600048) , China Vanke Co.Ltd(000002) , Longhu group, China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) , China overseas development; 2) Real estate post cycle property management company: Poly property, country garden services, China Merchants Property Operation & Service Co.Ltd(001914) , Xuhui Yongsheng services.
textile and garment industry: continuous fermentation of local epidemic focus on retail performance
Recently, the epidemic continued to ferment all over China. Jilin, Shanghai and other places successively implemented sealing and control management. The duration of the epidemic in the Yangtze River Delta exceeded expectations, causing a certain impact on offline retail. However, we judge that the long-term momentum of the rise of domestic sports brands is still in progress, entering 2q22, and the overall demand of the industry is cautious (repeated local epidemics + high base). It is expected that the brands will be differentiated due to this impact. It is suggested to focus on domestic brands with continuous upward brand potential, long-term store opening and price increase space, and attractive valuation, as well as retail and OEM leaders with improved business margin.
